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Gen X Wealth Academy with Phil Telpner

Business & Economics Podcasts

Welcome to the Gen X Wealth Academy, a podcast built for Gen X-ers reaching that age where it's time to seriously plan for their financial futures. Join for bi-weekly episodes that explore the worlds of financial and retirement planning with Phil Telpner of Breakout Private Wealth, based in Chicago, Illinois. Phil will lead you through helpful conversations about money, life and retirement and cover topics like 401(k)s, IRAs, income planning, investing, and so much more. So much information about retirement is geared toward Baby Boomers, but Phil is crafting this show to be all about Generation X. If you have any questions, call 312-953-4081, email PT@BreakoutPrivateWealth.com or visit www.breakoutprivatewealth.com for more resources. And don't miss out on joining Phil's private Gen X Wealth Academy learning center at https://bit.ly/3yHAlDD where you can extend your knowledge about retirement planning in a unique way.

Location:

United States

Description:

Welcome to the Gen X Wealth Academy, a podcast built for Gen X-ers reaching that age where it's time to seriously plan for their financial futures. Join for bi-weekly episodes that explore the worlds of financial and retirement planning with Phil Telpner of Breakout Private Wealth, based in Chicago, Illinois. Phil will lead you through helpful conversations about money, life and retirement and cover topics like 401(k)s, IRAs, income planning, investing, and so much more. So much information about retirement is geared toward Baby Boomers, but Phil is crafting this show to be all about Generation X. If you have any questions, call 312-953-4081, email PT@BreakoutPrivateWealth.com or visit www.breakoutprivatewealth.com for more resources. And don't miss out on joining Phil's private Gen X Wealth Academy learning center at https://bit.ly/3yHAlDD where you can extend your knowledge about retirement planning in a unique way.

Language:

English


Episodes

Addressing Financial Planning Complaints from Gen X

8/10/2023
In this episode, we tackle the common complaints and fears about financial situations during that members of Gen X experience during life. We'll discuss which concerns are well-founded, which are based on misconceptions, and offer insight on how they can best navigate their financial future. Join the exclusive Gen X Wealth Academy: https://bit.ly/3yHAlDD Book a call with Phil: https://bit.ly/31iOtBO Phone: (224) 616-2016 Email: PT@BreakoutPrivateWealth.com Learn how to rebound from investment losses with the Investor Recovery Report: https://bit.ly/3RXQhs9

Duration:00:25:57

Bad Money Habits Could Spoil Your Retirement Party

7/6/2023
Picture this: You're at your retirement party, finally ready to enjoy your golden years, but worries caused by some bad money habits have robbed you of fully enjoying the sweetness of the day. It happens to more people than you think, which is unfortunate because with just a little bit of modification, you can rid some of the worst money habits from your life and set yourself up for retirement success. Join the exclusive Gen X Wealth Academy: https://bit.ly/3yHAlDD Book a call with Phil: https://bit.ly/31iOtBO Phone: (224) 616-2016 Email: PT@BreakoutPrivateWealth.com Learn how to rebound from investment losses with the Investor Recovery Report: https://bit.ly/3RXQhs9

Duration:00:19:36

How To Clean Up Your Portfolio

6/15/2023
Get ready to roll up your sleeves and dive into the gritty side of personal finance. In this episode, we reveal how everyday household tasks can serve as reminders of the principles that lead to financial success. From taking out the trash in your investment portfolio to cleaning out the fridge of outdated financial strategies, we'll explore how to declutter your financial life. Join the exclusive Gen X Wealth Academy: https://bit.ly/3yHAlDD Book a call with Phil: https://bit.ly/31iOtBO Phone: (224) 616-2016 Email: PT@BreakoutPrivateWealth.com Learn how to rebound from investment losses with the Investor Recovery Report: https://bit.ly/3RXQhs9

Duration:00:14:02

Ep 50: When & How To Rebalance Your Portfolio

5/4/2023
Are you unsure of when to rebalance and how to do it? In this episode, we’ll uncover the importance of rebalancing your portfolio and discuss everything from frequency to tax implications. Plus, we’ll share a cautionary tale about the consequences of neglecting rebalancing. Join the exclusive Gen X Wealth Academy: https://bit.ly/3yHAlDD Book a call with Phil: https://bit.ly/31iOtBO Phone: (224) 616-2016 Email: PT@BreakoutPrivateWealth.com Learn how to rebound from investment losses with the Investor Recovery Report: https://bit.ly/3RXQhs9

Duration:00:16:08

Ep 49: Crash Course - The Psychology of Investing in the Wake of Historic Market Crashes

4/6/2023
Have you ever wondered why you handle money the way you do? It turns out your financial behaviors can be traced back to your formative memories. In this episode, we explore how historic market crashes have left a lasting impact on our relationship with money. We’ll also contrast them with the way more recent crises have shaped our financial views and decisions in the short term. Join the exclusive Gen X Wealth Academy: https://bit.ly/3yHAlDD Book a call with Phil: https://bit.ly/31iOtBO Phone: (224) 616-2016 Email: PT@BreakoutPrivateWealth.com Learn how to rebound from investment losses with the Investor Recovery Report: https://bit.ly/3RXQhs9

Duration:00:19:58

Ep 48: The Incomplete Financial Plan

3/2/2023
Are you confident that your financial plan is complete? Many people believe they have a solid plan in place, only to realize later that they've missed important areas. From not accounting for long-term care expenses to overlooking the impact of taxes on retirement income, there are many ways a financial plan can be incomplete. On this episode, we'll be pointing out the most common areas people overlook when planning and provide actionable tips to ensure that your plan is as comprehensive as possible. Join the exclusive Gen X Wealth Academy: https://bit.ly/3yHAlDD Book a call with Phil: https://bit.ly/31iOtBO Phone: (224) 616-2016 Email: PT@BreakoutPrivateWealth.com Learn how to rebound from investment losses with the Investor Recovery Report: https://bit.ly/3RXQhs9

Duration:00:26:06

Ep 47: What's Your Biggest Financial Fear?

2/16/2023
No one is completely comfortable all of the time when dealing with money. It's impossible to put our emotions aside, especially fear. So we took an informal poll of listeners to find out what their biggest financial fears are. On this episode, we’ll explore the most common fears and talk about how they should be addressed in a retirement plan. Join the exclusive Gen X Wealth Academy: https://bit.ly/3yHAlDD Book a call with Phil: https://bit.ly/31iOtBO Phone: (224) 616-2016 Email: PT@BreakoutPrivateWealth.com Learn how to rebound from investment losses with the Investor Recovery Report: https://bit.ly/3RXQhs9

Duration:00:24:24

Ep 46: Back To Basics - Understanding Income Planning

2/2/2023
It’s been said that if you don’t have an income plan, you don’t really have a retirement plan. We’ll tackle that mentality on this episode to see if it’s true and further explore why so many retirees, pre-retirees, and Gen Xers don’t understand the importance of an income plan, nor how to properly construct one. This is a foundational topic for anyone preparing for retirement, so make sure you hear this one. Join the exclusive Gen X Wealth Academy: https://bit.ly/3yHAlDD Book a call with Phil: https://bit.ly/31iOtBO Phone: (224) 616-2016 Email: PT@BreakoutPrivateWealth.com Learn how to rebound from investment losses with the Investor Recovery Report: https://bit.ly/3RXQhs9

Duration:00:22:31

Ep 45: Common Investing Mistakes Gen Xers Make

1/19/2023
Even if you’ve been saving your money and investing for a long time it’s easy to make rookie mistakes. In this episode, we’ll cover some of the top rookie mistakes we see people make, illustrate how to avoid them or how to fix them if you’ve already made some mistakes in your financial life. Join the exclusive Gen X Wealth Academy: https://bit.ly/3yHAlDD Book a call with Phil: https://bit.ly/31iOtBO Phone: (224) 616-2016 Email: PT@BreakoutPrivateWealth.com Learn how to rebound from investment losses with the Investor Recovery Report: https://bit.ly/3RXQhs9

Duration:00:21:53

Ep 44: The Top 5 401(k) Mistakes You Need To Avoid

1/5/2023
Saving in your 401(k) can be an easy and painless way to build your retirement savings. But because it’s so easy and painless, it can also be easy to ignore for long periods of time, which often leads to mistakes. We’ll cover at least the top 5 mistakes people make in their 401(k)s. Join the exclusive Gen X Wealth Academy: https://bit.ly/3yHAlDD Book a call with Phil: https://bit.ly/31iOtBO Phone: (224) 616-2016 Email: PT@BreakoutPrivateWealth.com Learn how to rebound from investment losses with the Investor Recovery Report: https://bit.ly/3RXQhs9

Duration:00:19:41

Ep 43: Is it Going to Take a Miracle to Retire?

12/15/2022
Check out this article that cites 35% of millionaires saying it’s “going to take a miracle” to be ready for retirement. Why are Americans feeling less confident? Is it realistic that millionaires can’t feel surer about their retirement futures? Listen to the episode to find out. Join the exclusive Gen X Wealth Academy: https://bit.ly/3yHAlDD Book a call with Phil: https://bit.ly/31iOtBO Phone: (224) 616-2016 Email: PT@BreakoutPrivateWealth.com Learn how to rebound from investment losses with the Investor Recovery Report: https://bit.ly/3RXQhs9

Duration:00:14:51

Ep 42: Making Smart Decisions During Major Life Events

12/1/2022
Let’s explore some of the things you should be thinking about to make smart financial decisions when you encounter some of the most significant events in your life. Join the exclusive Gen X Wealth Academy: https://bit.ly/3yHAlDD Book a call with Phil: https://bit.ly/31iOtBO Phone: (224) 616-2016 Email: PT@BreakoutPrivateWealth.com Learn how to rebound from investment losses with the Investor Recovery Report: https://bit.ly/3RXQhs9

Duration:00:19:09

Ep 41: The Retirement Marathon - Finishing the Race

11/17/2022
Getting through retirement can be a lot like running a marathon. Let’s talk about some of the similarities of getting to the finish line in racing and retirement. Join the exclusive Gen X Wealth Academy: https://bit.ly/3yHAlDD Book a call with Phil: https://bit.ly/31iOtBO Phone: (224) 616-2016 Email: PT@BreakoutPrivateWealth.com Learn how to rebound from investment losses with the Investor Recovery Report: https://bit.ly/3RXQhs9

Duration:00:21:03

Ep 40: Gen X Problems

11/3/2022
Generation X has different financial concerns than the ones our parents had. We don't have pensions and we have had massive increases in expenses. Let's dive into some of these problems and see how we can make the most of them. Join the exclusive Gen X Wealth Academy: https://bit.ly/3yHAlDD Book a call with Phil: https://bit.ly/31iOtBO Phone: (224) 616-2016 Email: PT@BreakoutPrivateWealth.com Learn how to rebound from investment losses with the Investor Recovery Report: https://bit.ly/3RXQhs9

Duration:00:18:28

Ep 39: Introducing The Gen X Wealth Academy

10/14/2022
This episode introduces an important shift in the focus of our show. Going forward, the show will have a specific focus on serving Generation X savers to help them prepare for retirement. Phil will detail why he's so passionate about helping Gen X prepare for retirement, the unique challenges they face, and why a specific focus on this group is so needed. Check it out and tune in for lots of future episodes specifically designed to help Gen X prepare for their financial futures. Join the exclusive Gen X Wealth Academy: https://bit.ly/3yHAlDD Book a call with Phil: https://bit.ly/31iOtBO Phone: (224) 616-2016 Email: PT@BreakoutPrivateWealth.com Learn how to rebound from investment losses with the Investor Recovery Report: https://bit.ly/3RXQhs9

Duration:00:17:08

Ep 38: Can’t Get No Satisfaction... Or Can You?

9/22/2022
Want to know the secrets to experiencing satisfaction in retirement? We’ve discovered five key situations to which your financial plan needs to lead you. If you can key in on these five points, you’ll have a high chance to achieve retirement satisfaction. Book A Call With Phil: https://bit.ly/31iOtBO Phone: (224) 616-2016 Email: PT@BreakoutPrivateWealth.com

Duration:00:16:24

Ep 37: How Money Ads Catch Your Attention

9/15/2022
We’re bombarded with ads each day in all forms of media. But have you ever taken a closer look at these messages? If we unpack some of these headlines and ads a little bit more, we’re able to clearly understand what emotions they’re trying to elicit. More importantly, we can figure out what companies are trying to sell us. For this episode, we just perused the internet for a couple of hours and kept track of various financial planning, investing and retirement ads we came across. Let’s pick apart these messages that popped up and see if it helps us become savvier savers. Book A Call With Phil: https://bit.ly/31iOtBO Phone: (224) 616-2016 Email: PT@BreakoutPrivateWealth.com

Duration:00:18:39

Ep 36: Going Against The Grain

9/1/2022
Being a good advisor isn’t about winning a popularity contest or just saying the same things that everyone else in the industry says. It’s about giving the best advice that you can for each individual situation. On today’s show, we’re going to peel back the curtain to discuss some areas where a good financial advisor’s opinions might go against the grain with mainstream ideas in the industry. Book A Call With Phil: https://bit.ly/31iOtBO Phone: (224) 616-2016 Email: PT@BreakoutPrivateWealth.com

Duration:00:26:42

Ep 35: How Procrastination Dooms Your Financial Future

8/18/2022
People have many reasons for procrastinating when it comes to putting a retirement plan together. Let’s explore some of those excuses and why they can be dangerous, and talk about how to overcome them. Book A Call With Phil: https://bit.ly/31iOtBO Phone: (224) 616-2016 Email: PT@BreakoutPrivateWealth.com

Duration:00:23:57

Ep 34: What They’re Saying: Analyzing Advice On Surviving A Bear Market

8/4/2022
It’s no secret the stock market is in turmoil. We’re in a bear market and the R-word (recession) is getting thrown around daily. So, what can you do to survive bear markets like the one we’re in now? We’ve collected advice from various commentators and “experts” from across the country. You might have even heard some of this advice yourself. But should you follow it or proceed with caution? We’ll break down the guidance to provide some important context and perspective. Book A Call With Phil: https://bit.ly/31iOtBO Phone: (224) 616-2016 Email: PT@BreakoutPrivateWealth.com

Duration:00:24:56